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Magellan Federal2 weeks ago

Personal Financial Counselor, PFC - Honolulu, HI

$58,440–$93,500 year

On-site · Honolulu, Hawaii, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

Provide personal financial counseling services to service members and their families at military installations, including one-on-one counseling, briefings/presentations, and referrals; develop spending plans for extended absences; create and publish informational financial materials; coordinate with military POCs to ensure program scope and needs are met; conduct and publicize Personal Financial Management classes/workshops across the military lifecycle; utilize virtual counseling and secure communications as needed; respond to age-appropriate class requests; participate in regular supervision and quality-improvement activities; perform additional duties as assigned. Must have a bachelor’s degree (or acceptable combination of education and experience), 3+ years of financial counseling experience, be a U.S. citizen, and hold AFC/CFP/ChFC certifications or equivalent, with potential bilingual requirements and OCI/security clearances as applicable.

Required Qualifications

  • Bachelor's degree required
  • 3+ years of financial counseling experience
  • U.S. citizen
  • fluent English
  • bilingual in English and Spanish (if required by contract)
  • one of AFC/CFP/ChFC certifications
  • ability to obtain favorable adjudicated Tier 2 investigation
  • able to pass Disclosures for OCI process

Additional Requirements

  • Security/OCI requirements as per contract
  • may require bilingual capabilities
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$58k – $94k / yr

Personal Financial Counselor, PFC - Honolulu, HI · Magellan Federal

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